RBC Jantzi Canadian Equity Fund
This fund invest only in Canadian companies that have strong corporate governance polices, stellar environmental records, and exemplary human rights practices. It avoids companies that are involved in weapons, tobacco, or nuclear power. The result is a well-diversified portfolio that has modestly outpaced the broader market on a one and three year basis, with comparable volatility. The biggest...
Read MoreiShares Jantzi Social Index ETF
This is one of only three SRI ETFs available in Canada and it is designed to track the Jantzi Social Index, which looks to invest in the large Canadian companies that have passed various screens for environmental, social, and governance factors. The index excludes any companies that are involved in nuclear power, military weapons, and tobacco. Despite the low level of assets, currently at a...
Read MoreNEI Ethical Select Growth Portfolio
Similar to the Meritas offering discussed above, this is set up as a fund of funds portfolio that invests in a well-diversified mix of NEI funds. It is heavily tilted towards equities, which make up approximately three quarters of the fund. Performance has been more than respectable, gaining an annualized 6.3% for the three years ending February 28, handily outpacing the S&P/TSX Composite...
Read MoreMeritas Growth Portfolio
Investing in a mix of other Meritas funds, this portfolio is heavily tilted towards equities. The target mix is 20% fixed income, 35% Canadian equity, and 25% U.S. equity with the balance in international equities. Even with such a high equity weighting, the portfolio’s volatility has been well below the benchmark and the peer group. This is a very respectable SRI offering, particularly for...
Read MorePH&N Community Values Bond
This quality focused fund is managed in a very similar manner to the highly regarded PH&N Bond Fund. The portfolio is roughly split between government and corporate bonds. It is all investment grade, making it highly sensitive to movements in interest rates. While this is the best SRI bond fund available, I believe that most investors would be better off with a fund that is more focused on...
Read MoreIA Clarington Global Opportunities Fund
Fund Company IA Clarington Investments Fund Type Global Small / Mid Cap Equity Rating D Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Brad Radin since November 2011 MER 2.59% Code CCM 340 – Front End UnitsCCM 341 – DSC Units Minimum Investment $500 Analysis: Veteran manager Brad Radin took over the management duties of this...
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